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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
176	Acadian Asset Management Boston, Massachusetts	$138M	+$8.54M	19	0.76%	Increased
177	Nomura Asset Management Tokyo, Japan	$137M	+$27.4M	11	0.87%	Increased
178	Silvercrest Asset Management New York	$137M	-$907K	10	1.13%	Reduced
179	Jane Street New York	$136M	+$106M	32	0.06%	Increased
180	AGF Investments Inc Toronto, Ontario, Canada	$135M	+$2.54M	9	1.28%	Increased
181	Korea Investment Corp Seoul, South Korea	$134M	+$11.2M	9	0.41%	Increased
182	Commonwealth Equity Services Waltham, Massachusetts	$133M	+$9.76M	26	0.34%	Increased
183	Bessemer Group Woodbridge, New Jersey	$132M	-$474K	22	0.34%	Reduced
184	Jennison Associates New York	$132M	-$40.6M	4	0.13%	Reduced
185	KeyBank National Association Cleveland, Ohio	$132M	-$4.19M	10	0.69%	Reduced
186	CI Investments Inc Toronto, Ontario, Canada	$131M	-$1.57M	17	0.68%	Reduced
187	State of New Jersey Common Pension Fund D Trenton, New Jersey	$130M	-$3.04M	22	0.53%	Reduced
188	Covington Capital Management Los Angeles, California	$128M	+$689K	14	5.53%	Increased
189	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$127M	-$3.24M	12	0.36%	Reduced
190	Geneva Capital Management Milwaukee, Wisconsin	$126M	+$1.15M	4	2.92%	Increased
191	Sands Capital Management Arlington, Virginia	$126M	+$16.4M	1	0.47%	Increased
192	Gates Capital Management New York	$121M	-$16.2M	2	4.45%	Reduced
193	Third Point New York	$120M	-$40.1M	1	2.16%	Reduced
194	Balyasny Asset Management Chicago, Illinois	$118M	-$40M	19	0.36%	Reduced
195	CHAM Clear Harbor Asset Management Stamford, Connecticut	$118M	-$262K	11	16.4%	Reduced
196	Davenport & Co Richmond, Virginia	$117M	-$541K	8	1.02%	Reduced
197	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$116M	-$1.85M	13	1.51%	Reduced
198	Erste Asset Management Vienna, Austria	$115M	+$4.81M	7	2.58%	Increased
199	Beck Mack & Oliver New York	$114M	-$7.11M	3	3.69%	Reduced
200	Trillium Asset Management Boston, Massachusetts	$113M	-$3.16M	5	3.72%	Reduced